19 episodes

Welcome to the official podcast for Sherpa, a sales enablement platform specifically designed for senior living. Based on a Prospect-Centered Selling® methodology, Sherpa helps guide older adults and their families through big life changes and towards a happier, healthier lifestyle.

Ask Alex: A Sherpa Sales Podcast Sherpa

    • Society & Culture

Welcome to the official podcast for Sherpa, a sales enablement platform specifically designed for senior living. Based on a Prospect-Centered Selling® methodology, Sherpa helps guide older adults and their families through big life changes and towards a happier, healthier lifestyle.

    How do I do a planning session?

    How do I do a planning session?

    This episode is all about prospect planning. Why do we do it? When is the best time for a planning session? Who should be in the room? Find the answers to these questions and more in this week's Ask Alex and visit sherpacrm.com to find more resources on planning.

    • 40 min
    Who should we hire to sell senior living?

    Who should we hire to sell senior living?

    Happy Mother's Day, sales heroes! In this episode, Alex is joined by Sherpa marketing director Francisco Fisher (her son!) to discuss an important topic in managing an effective sales team: who should we hire to sell senior living? You can see a related webinar devoted to hiring in senior living sales by visiting sherpacrm.com or just listen to this week's episode to learn more about what to do before, during and after the hiring process to recruit and retain the best sales talent. 

    • 32 min
    Discovering a Prospect’s Life Story

    Discovering a Prospect’s Life Story

    How can you discover a prospective resident’s life story? What insights does someone’s life story reveal - about who they were, who they are and who they will become? Alex shares how actively listening for values in someone’s life story can deepen your understanding of what is most important to them and what motivates them.

    • 12 min
    What makes a great creative follow-up?

    What makes a great creative follow-up?

    This episode is an edited version of a 2020 Ask Alex webinar on creative follow-up featuring Sherpa Co-founder David Smith and National Training Director Reed Davis. They answer the question “What makes a great creative follow-up?” by exploring ways to make prospect engagements more personalized and impactful. Learn more at sherpacrm.com.

    • 42 min
    Scaling a Sales Strategy with Spencer Wagner

    Scaling a Sales Strategy with Spencer Wagner

    What does it take to achieve sales goals and maintain culture across a senior living company? In this episode, Alex meets with Spencer Wagner, Director of Sales for Koelsch Communities to talk about ways to hire, formalize a strategy and use metrics to grow an organization. Visit sherpacrm.com to see Sherpa's 2021 Best Sales Performer Report.
     
     

    • 57 min
    How should I spend my selling time?

    How should I spend my selling time?

    Imagine your sales time is a bucket of water and your leads are crops in a field. Should you water everything evenly or focus on where the strongest roots are? In this episode, Alex talks data and sales strategy in advance of Sherpa's 2021 Best Sales Performers Report, coming out in March. Hear how best performers use their most precious resource – time. Learn more at www.sherpacrm.com. 

    • 11 min

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